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Re;Class allocation by $$ amount(not % of comp.)


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Guest AlCal
Posted

Would like to switch to class allocation by specific $$ for each class. Can anybody provide a sample of employer notification to trustee as to amounts to be alocated to each class? Also, what is the timing of such notification (I guess it is before corporate tax return)?

The IRS apparently requires also the document to incorporate language re above. Would appreciate a sample. Must we amend the doc. or would suffice to incorporate this language in the allocation section of the Adoption Agreement. Thanks for help.

AlexCalin@netscape.net

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